Gabrielle Perez-Espejo Client Service Associate

Friendly, empathetic and service‐oriented, Gaby is a strong listener and committed to working closely with our clients and team. She fulfills clients’ requests and assists with day‐to‐day practice operations, including account openings and maintenance, as well as other services.

She also assists our team by performing investment analysis, reporting and developing strategy proposals to meet clients’ needs with tailored services in a timely, responsive and quality manner.

Gaby joined our team at North Shore Wealth in 2023. She first started working at Raymond James in 2018, working for Asset Management Services as a senior administrative coordinator in sales and a senior associate in cash operations. She earned the firm’s Robert A. James Service Excellence Award in 2020.

A career in finance first interested Gaby after initial exposure to the industry in New York City after college. She is a graduate of the University of Florida, where she earned a bachelor’s degree in health education and behavior.

Gaby was born in Brooklyn, New York, raised in Winter Park, Florida, and moved to the Tampa Bay area in 2017. In her free time, she enjoys spending time with friends and family, traveling, watching sports and reading. She has also organized charitable fundraisers for the Tampa Bay Heart Walk, St. Pete Free Clinic, All Children’s Hospital and the local chapter of the National CASA/GAL Association for Children.

Raymond James is not affiliated with the above organizations.

The Robert A. James Award of Service Excellence is an internal Raymond James recognition delivered to individual employees or teams. Established in 2014, The Robert A. James Award of Service Excellence recognizes associates who embody the Raymond James values and uphold our commitment to service through their exemplary actions. Nominations are accepted on a rolling basis and the nomination committee composed of 11 firm leaders awards the distinction quarterly. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.